Mga Batayang Estadistika
| Pemilik Institusional | 157 total, 157 long only, 0 short only, 0 long/short - change of 0.64% MRQ |
| Alokasi Portofolio Rata-rata | 0.4397 % - change of -10.17% MRQ |
| Saham Institusional (Jangka Panjang) | 25,789,798 (ex 13D/G) - change of -3.06MM shares -10.62% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 853,410 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF (US:ICOW) memiliki 157 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 25,789,798 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, UBS Group AG, Sequoia Financial Advisors, LLC, LPL Financial LLC, Northwestern Mutual Wealth Management Co, Sepio Capital, LP, Baird Financial Group, Inc., and Cetera Investment Advisers .
Struktur kepemilikan institusional Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF (BATS:ICOW) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 10, 2025 is 36.14 / share. Previously, on September 10, 2024, the share price was 30.33 / share. This represents an increase of 19.16% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 130,624 | 4,445 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 30,926 | 3.21 | 1,052 | 11.80 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 7,597 | -1.72 | 259 | 6.61 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 493 | 0.61 | 17 | 6.67 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 75,588 | -0.99 | 2,572 | 7.30 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,230 | -44.84 | 42 | -36.92 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 335,184 | 2.22 | 11,406 | 10.75 | ||||
| 2025-05-14 | 13F | PKS Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,166 | 0.00 | 74 | 7.35 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 4,055 | 31.19 | 138 | 41.24 | ||||
| 2025-08-14 | 13F | Comerica Bank | 39,462 | 27.42 | 1,343 | 38.07 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 146,636 | 54.38 | 4,990 | 67.28 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6,256 | 213 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 15,824 | -7.19 | 538 | 0.56 | ||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 305 | 0.99 | 10 | 11.11 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 10,160 | -4.65 | 345 | 2.08 | ||||
| 2025-04-21 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | National Bank Of Canada /fi/ | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 67,722 | -42.70 | 2,305 | -37.93 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 6,036 | 205 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 260 | 0.00 | 9 | 0.00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 9,252 | -1.78 | 315 | 6.44 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 10,091 | 341 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,725 | 35.50 | 195 | 46.97 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 98,644 | 2.24 | 3,357 | 10.76 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7,941 | -23.58 | 270 | -17.18 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 10,761 | -0.51 | 366 | 7.96 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 4,177 | 142 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 302,189 | -38.79 | 10,287 | -33.68 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 96 | 0 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 22 | 1 | ||||||
| 2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 10,055 | -22.80 | 343 | -16.38 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,914 | 14,756.67 | 303 | 30,200.00 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1,586 | 54.13 | 54 | 65.63 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 70,576 | -43.08 | 2 | -33.33 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Inspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,214 | -46.81 | 143 | -42.34 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Channel Wealth Llc | 102,109 | -18.66 | 3,475 | -11.87 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 135,463 | 335.12 | 4,610 | 371.75 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 43,166 | 1,469 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 606,666 | -17.17 | 20,645 | -10.27 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 229,844 | 0.82 | 7,822 | 9.23 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 165 | 0.00 | 6 | 0.00 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 209,650 | 7.04 | 7,134 | 15.98 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 151,857 | 0.97 | 5,168 | 9.38 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 10,039 | -2.76 | 349 | 7.41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 21,430 | 0.41 | 1 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 55,393 | 2.80 | 1,885 | 11.41 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 6,450 | 0 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 60,656 | 1.47 | 2,064 | 9.96 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6,483 | 221 | ||||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 522,260 | -16.28 | 17,773 | -9.29 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,784 | 3.72 | 61 | 11.11 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 5,833 | -6.19 | 198 | 1.54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 18,633 | -21.37 | 634 | -14.78 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 102,960 | 928.26 | 3,504 | 1,015.61 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 83,649 | 0.45 | 2,847 | 8.83 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 469,434 | 10.22 | 15,975 | 19.40 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 77 | 3 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 813 | 0.12 | 28 | 8.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 17,241 | 1 | ||||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 7,258 | 0.33 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 354,471 | -7.79 | 12 | 0.00 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 327,540 | 8.08 | 11,146 | 17.09 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 266 | 0.38 | 9 | 12.50 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 819,867 | 6.69 | 27,900 | 15.59 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 50,738 | -97.04 | 1,727 | -96.79 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 10,321 | -77.58 | 351 | -75.73 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23,040 | 784 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 44,699 | 0.13 | 1,521 | 8.49 | ||||
| 2025-06-30 | NP | HERD - Pacer Cash Cows Fund of Funds ETF | 534,129 | -14.37 | 16,959 | -9.21 | ||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 70,722 | 2.91 | 2,407 | 11.49 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 88,447 | 540.46 | 3,010 | 594.92 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 201,322 | 102.88 | 7 | 100.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,133,786 | 10.00 | 38,583 | 19.18 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 72,426 | 0.20 | 2,465 | 8.55 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13,557 | -58.82 | 461 | -55.42 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 353,383 | 0.17 | 12,026 | 8.53 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 7,209 | 0.00 | 245 | 8.41 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,521 | 52 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 379,723 | 5.42 | 13,089 | 15.69 | ||||
| 2025-08-14 | 13F | Fmr Llc | 579 | -67.01 | 20 | -65.45 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 190 | -49.87 | 7 | -45.45 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 83,522 | -43.00 | 2,842 | -38.24 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 119,334 | 1,118.07 | 4,061 | 1,222.48 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 20,741 | 0.02 | 706 | 8.29 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 12,663 | 431 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 23,867 | 4.51 | 812 | 13.25 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 51,081 | 1.34 | 1,738 | 9.79 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,574,610 | 18.73 | 121,644 | 28.63 | ||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 14,352 | -19.73 | 488 | -13.01 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1,507,162 | 1.07 | 51,289 | 9.50 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 209 | 0 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 21,625 | -6.34 | 736 | 1.38 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15,882 | -1.20 | 540 | 7.14 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 6,112 | 208 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 78,773 | -14.81 | 2,681 | -7.71 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 10,488 | 7.20 | 357 | 15.96 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 36,017 | 15.68 | 1,226 | 25.38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,553,379 | -7.00 | 52,861 | 0.76 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 51,978 | -4.63 | 1,769 | 3.33 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 181,869 | 56.86 | 6,189 | 69.98 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83,953 | 13.57 | 2,857 | 23.05 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 459,704 | -30.40 | 15,644 | -24.60 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 15,077 | 9.74 | 513 | 19.03 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 97,613 | -0.07 | 3,322 | 8.25 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 21,202 | -30.25 | 722 | -24.42 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 4,177 | -25.00 | 142 | -18.39 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11,245 | 383 | ||||||
| 2025-07-14 | 13F | Gries Financial Llc | 6,319 | -16.39 | 215 | -9.28 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,016,059 | -5.32 | 34,576 | 2.58 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,122,735 | 13.31 | 72,237 | 22.76 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 911 | 0.11 | 31 | 10.71 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 27,336 | -5.92 | 930 | 1.97 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3,981 | 141 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 49,478 | 18.95 | 1,684 | 28.87 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Secured Retirement Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 6,432 | -3.10 | 219 | 4.81 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,665 | 0.00 | 91 | 21.62 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 9,530 | 0.22 | 324 | 8.72 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,241,209 | 2.99 | 76,268 | 11.58 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 146,463 | 82.88 | 4,984 | 98.17 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6,912 | 3.40 | 235 | 12.44 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10,013 | 315 | ||||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 7,157 | 0.00 | 225 | 0.00 | ||||
| 2025-04-11 | 13F | Holland Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 98 | 1.03 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 21,435 | 78.05 | 729 | 92.86 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 812 | 0.00 | 28 | 8.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 7,031 | 0.00 | 239 | 8.64 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 122,348 | 4,164 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 21,953 | 0.03 | 747 | 8.42 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 511,436 | -1.94 | 17,404 | 6.25 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 7,045 | -15.26 | 240 | -8.43 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 45,280 | -7.61 | 1,541 | 0.06 | ||||
| 2025-08-14 | 13F | Graham Capital Management, L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Next Level Private LLC | 11,960 | -0.76 | 407 | 7.67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 65 | 1.56 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 5,914 | 201 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 9,112 | -17.42 | 310 | -10.40 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 96,380 | -1.10 | 3,280 | 7.16 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 85,052 | 0.54 | 2,894 | 8.92 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13,154 | -74.05 | 448 | -71.92 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 7,445 | 0.00 | 253 | 8.58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 545,541 | 3.76 | 18,565 | 12.41 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 41,310 | -83.59 | 1,406 | -82.23 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 329 | 0.61 | 11 | 10.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 31 | -95.23 | 1 | -95.00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 18,242 | 0.06 | 621 | 8.39 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 163,302 | -12.04 | 5,557 | -4.70 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 32,623 | 0.18 | 1,110 | 8.61 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 132 | 0.76 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 356,245 | 1.60 | 12,123 | 10.08 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8,119 | 15.92 | 278 | 37.13 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 200 | 0.00 | 7 | 0.00 | ||||
| 2025-06-27 | 13F | Copley Financial Group, Inc. | 666 | 0.00 | 19 | 0.00 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,102 | 38 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 425 | 0.00 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 484,831 | 7.08 | 16,499 | 16.01 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 25,215 | 34.32 | 859 | 45.84 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 215,111 | 8.68 | 7,320 | 17.76 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 239,264 | 24.78 | 8,149 | 33.88 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 25,857 | 905 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 168,882 | -4.91 | 5,747 | 3.03 | ||||
| 2025-04-24 | 13F | CWC Advisors, LLC. | 0 | -100.00 | 0 |
